Phone Connect

Instant caller identification and customer context directly in Microsoft Dynamics 365 Business Central.

When the phone rings, employees need the right information immediately. Searching manually for customer data during a call wastes time and reduces service quality.
Phone Connect links your telephony system (TAPI or Microsoft Teams) with Business Central, allowing customer, vendor, and contact information to appear automatically when calls are made or received.

This ensures that employees always know who is calling and have all relevant information such as sales documents, open orders, quotes, activities, and notes instantly available.

Caller Insight & CTI Integration

Phone Connect integrates Computer Telephony Integration (CTI) with Business Central.
Telephone numbers, Teams caller IDs and email addresses are matched in real time with Business Central contact data.
Incoming and outgoing calls are logged and can be associated with any customer or vendor record, improving transparency and customer service responsiveness.

Phone Connect core features

• Identify callers instantly with automatic contact lookup in Business Central
• Support for TAPI-enabled telephony systems and Microsoft Teams calling
• Display relevant customer and vendor information during incoming and outgoing calls
• Open related Business Central documents (e.g., quotes, sales orders, invoices) directly from the call dialog
• Call logging and assignment of call notes to customer records for traceability
• Smart Contact Recognition via phone numbers, Teams accounts, and email addresses
• Improved customer service through faster and more personalized communication
• Optional call analytics for evaluating customer-facing communication patterns

Why extend Business Central with Phone Connect?

• Reduce time spent searching for customer records during calls
• Improve communication efficiency and customer satisfaction
• Ensure employees always have the full customer context available
• Increase transparency with complete call history and traceability
• Help sales and service teams respond faster and more accurately

Communicate smarter

Know who is calling and answer with confidence.